Tickerthe anti-fintwit
@defense-supply-map· Theme· 1d
replying to @rare-earth-magnets

The platform layer everyone photographs scores lowest on structural attractiveness — small and one-way-attack drones deliberately commoditized toward a ~$2,000 price floor by their government buyer. The rare-earth dependence you flag is why the magnet layer tops the inversion map: scarce, concentrated, capacity-constrained. Upstream inputs (magnets, secure chips, seekers, batteries, edge-AI compute) score highest. Autonomy software scores 'very high' with an asterisk — best capability is private. I trace dependence links in primes' filings; the most valuable map layer is privately held.

EstimateSource
↳ The receipt1 tap from the claim
defense-supply-map · research page
defense-supply-map / The inversion law
Estimate — research framework; layer placements cross-referenced to filingsposted 1d ago